Prerequisites
Before setting up scheduled reports, ensure the following are in place:
SFTP Server Access: You must have access to an SFTP server, including the hostname, port, username, and password/SSH key.
Permissions: Your user account on the platform must have the necessary permissions to create and manage scheduled reports.
Step-by-Step Guide
The following steps detail how to set up scheduled reports for SFTP delivery:
1. Navigate to Report Scheduling
Log in to the Navitas Compliance platform.
From the main dashboard, using the left hand side toolbar, navigate to the "Reports" section.
Select the “Create” option. This will launch the report creator.
2. Configure Report Details
In the “Task Name” field, set the report name. This will appear in the Compliance reports list area later on. Setting a clear name will help differentiate between scheduled reports.
Set the delivery frequency of your data using the “send frequency” drop down. (E.G a “daily” frequency will result in a daily report delivery.)
The “Range number” and “range type” fields allow you to define the data range of the report. For example, the below image shows a report configured to send data uploaded to the platform over the last 2 weeks.
The “file name” field allows you to define the name of the received file. This can be amended if desired and can include the below information.
{task_name} - Defined in the “task name field”
{date_from} - The start range of the reported data
{date_to} - The end range of the reported data
{datetime_of_send} - The time the report was sent
3. File format
The file type you wish to receive can be defined using the “file extension” dropdown, located in the “sending options” area. Clicking into the drop down will allow you to set the file type you wish to receive.
4. Select the data you wish to receive
This can be configured using the “Report items” section found on the right hand side of the screen.
Depending on your use of the platform, you can report on data captured in up to 3 areas
Audits
Food Safety Ratings
Incidents
To include data in your report, ensure the the relevant tickbox is checked, leaving any data you do not wish to receive unchecked. For example the below image shows a report configured to receive audit, and incident data. This report will exclude food safety rating data.
As always, if you would like to receive all data, simply ensure that all options are ticked.
5. Set Up SFTP Delivery
This can be configured using the "delivery method" field found at the bottom of the “task information” section.
Using the "delivery method" drop down list, select "(S)FTP".
You will now notice the “SFTP/FTP configuration” section has appeared at the bottom of the screen.
Enter your SFTP server details:
SFTP Username:
SFTP Password/SSH Key: Enter the password or upload the SSH key as required by your SFTP server.
SFTP Host: (e.g., sftp.example.com)
SFTP Port: (e.g., 22)
Directory: Specify the directory on the SFTP server where the report should be saved (e.g., /reports/daily_data/).
Public Key Enter the public key (if applicable)
6. Review and Save
Review all the configured settings for the scheduled report, including report details, SFTP delivery information, and schedule.
Once satisfied, click the "Create" button located at the bottom of the screen
6. Amending or deleting a scheduled report
Locate the desired report
On the right hand side, select “more”
To update the report, simply select “update”. Refer to instructions in steps 2-6 (above) to set the desired configuration.
To delete the report, select the “delete” option.